See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,671 | $115,770-88.2% | $101,248-86.5% | $158,922-91.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 30.05% | 56.14%-26.1pp | 46.47%-16.4pp | 302.83%-272.8pp |
| Employer contribution / active EE | $1,737 | $4,175-58.4% | $3,660-52.5% | $4,761-63.5% |
| Participant deferral / active EE | $4,081 | $4,957-17.7% | $4,370-6.6% | $5,982-31.8% |
| Admin fee / account holder | $497 | $7,245-93.1% | $5,945-91.6% | $11,246-95.6% |